Wealthspire Advisors (Maryland)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9.04M | Buy |
76,521
+38,811
| +103% | +$4.58M | 0.32% | 43 |
|
|
2020
Q2 | $4.25M | Sell |
37,710
-31,809
| -46% | -$3.58M | 0.3% | 53 |
|
|
2020
Q1 | $6.9M | Sell |
69,519
-6,370
| -8% | -$632K | 0.6% | 31 |
|
|
2019
Q4 | $10.4M | Buy |
75,889
+4,386
| +6% | +$599K | 0.69% | 26 |
|
|
2019
Q3 | $9.17M | Buy |
71,503
+426
| +0.6% | +$54.6K | 0.67% | 29 |
|
|
2019
Q2 | $9.04M | Buy |
71,077
+223
| +0.3% | +$28.4K | 0.68% | 30 |
|
|
2019
Q1 | $8.75M | Sell |
70,854
-9,208
| -12% | -$1.14M | 0.66% | 28 |
|
|
2018
Q4 | $8.89M | Buy |
80,062
+29,349
| +58% | +$3.26M | 0.79% | 22 |
|
|
2018
Q3 | $6.42M | Sell |
50,713
-123
| -0.2% | -$15.6K | 0.53% | 32 |
|
|
2018
Q2 | $6.17M | Buy |
50,836
+314
| +0.6% | +$38.1K | 0.56% | 33 |
|
|
2018
Q1 | $6.06M | Buy |
50,522
+6,595
| +15% | +$791K | 0.57% | 33 |
|
|
2017
Q4 | $5.46M | Buy |
43,927
+870
| +2% | +$108K | 0.53% | 33 |
|
|
2017
Q3 | $5.1M | Buy |
43,057
+4,749
| +12% | +$563K | 0.56% | 30 |
|
|
2017
Q2 | $4.46M | Buy |
38,308
+4,195
| +12% | +$488K | 0.53% | 32 |
|
|
2017
Q1 | $3.92M | Buy |
34,113
+687
| +2% | +$79K | 0.56% | 30 |
|
|
2016
Q4 | $3.75M | Sell |
33,426
-187
| -0.6% | -$21K | 0.56% | 32 |
|
|
2016
Q3 | $3.55M | Sell |
33,613
-305
| -0.9% | -$32.2K | 0.55% | 31 |
|
|
2016
Q2 | $3.5M | Buy |
33,918
+16
| +0% | +$1.65K | 0.58% | 31 |
|
|
2016
Q1 | $3.35M | Sell |
33,902
-272
| -0.8% | -$26.9K | 0.59% | 32 |
|
|
2015
Q4 | $3.34M | Buy |
+34,174
| New | +$3.34M | 0.62% | 30 |
|